Find your next step.

Create your account, verify your email and follow setup to add your company details, choose a plan, invite your team and import your data. You can return to the remaining setup steps after signing in.

Open Contacts or Leads and choose Import. Upload your CSV, map the columns and review the preview before confirming. Resolve validation errors before importing.

Use Deals to review your pipeline, update stages and keep the next action attached to each opportunity. Contacts, activities and follow-up tasks keep the context together.

Open Integrations to connect supported services. Email access requires signing in with your provider and granting the requested permissions. Available services depend on your plan and account configuration.

Open Telephony and select Manual or AI calling. Manual calling needs a configured phone number and browser audio access. AI calling also requires an active Zen service and a queue of contacts.

Open Settings, then Billing to review your plan, seats and invoices. Team administrators can invite members within the available seat limit. Provider charges and add-ons are managed separately.